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Episodes by Topic: Inherited IRA
The Confusing World of IRAs
Mike unpacks some of the confusing world of IRAs. A listener recently asked a question about transferring an IRA from a deceased family member to multiple family members.
What are some of the tax considerations and implications for transferring an IRA?
What is a step up in basis? Does an IRA get a step up in basis?
Is there a required minimum distribution? When does this apply?
How important is it to know your tax bracket and taxable income?
How quickly do you need to start the process of transferring an inherited IRA?
Should you transfer it all to stocks? How soon will you need the money? Does that factor into the decisions you make?
How did the SECURE Act change IRA rules?
Can you give an inherited IRA to a charity? How?
What if I am in a qualified retirement plan?
Is it a good idea to set up a trust for minor recipients?
Listen to the EpisodeTaxing IRA Distributions
How are distributions from IRAs taxed? When you’re over 70 ½, is it better to use a Qualified Charitable Distribution when making a gift, or to give appreciated assets?
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